The Analysts

Call · @moninvestor · #154 on the leaderboard

@moninvestor

@moninvestor · Wed, Aug 12

mon@moninvestor
$NBIS and $CRWV earnings only confirmed why I have so much conviction in this sector. 1. CRWV did $2.6B in revenue this quarter, up 112% YoY, and its backlog is now around $104B. It also added another $25B+ of customer commitments in early Q3. 2. NBIS revenue reached $582M, up
23d agoview on X ↗media on X

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close

Read as

Long NBIS, Long CRWV, Long IREN · High confidence

Confidence

High0.98

Counted from

Thu, Aug 13 · market close

Rank since this call

#143 → #154 · 7 scored days

#143

Aug 28

#144

Aug 29

#144

Aug 30

#103

Aug 31

#122

Sep 1

#92

Sep 2

#154

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.